Nonprofit · EIN 82-3711041
AMY E LOHMAN CHARITABLE FOUNDATION INC
Tax-exempt · ST AUGUSTINE, FL 32080
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $25,322 | $10,377 | $14,945 | $360,593 | $0 | $360,593 |
| November 30, 2024 | 990-PF | $8,076 | $9,464 | -$1,388 | $345,648 | $0 | $345,648 |
| November 30, 2023 | 990-PF | -$884 | $8,179 | -$9,063 | $347,036 | $0 | $347,036 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $1,542
- Net gain from sales of assets
- $23,780
Expenses
- Grants and similar amounts paid
- $0
- Disbursements for charitable purposes
- $1,000
- Excise tax on investment income
- $222
Balance sheet and other
- Total assets, start of year
- $345,648
- Total assets, end of year
- $360,593
- Total liabilities, end of year
- $0
- Net assets, end of year
- $360,593
- Fair market value of assets
- $868,180
- Qualifying distributions
- $1,000
- Net investment income
- $25,322
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY E LOHMAN 7648 A1A S, SAINT AUGUSTINE, FL 32080 | PRESIDENT | 2 | $0 |
| ARTHUR STERN III 822 A1A NORTH SUITE 310, PONTE VEDRA BEACH, FL 32082 | DIRECTOR | 2 | $0 |
| ANN BOYD TAYLOR 1365 STATE RD 206 E, SAINT AUGUSTINE, FL 32086 | DIRECTOR | 2 | $0 |
| RHONDA LOVETT C/O - 7648 A1A S, SAINT AUGUSTINE, FL 32080 | DIRECTOR | 2 | $0 |
990-PF for the year ended November 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY E LOHMAN 7648 A1A S, SAINT AUGUSTINE, FL 32080 | PRESIDENT | 2 | $0 |
| ARTHUR STERN III 822 A1A NORTH SUITE 310, PONTE VEDRA BEACH, FL 32082 | DIRECTOR | 2 | $0 |
| ANN BOYD TAYLOR 1365 STATE RD 206 E, SAINT AUGUSTINE, FL 32086 | DIRECTOR | 2 | $0 |
| RHONDA LOVETT C/O - 7648 A1A S, SAINT AUGUSTINE, FL 32080 | DIRECTOR | 2 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY E LOHMAN 7648 A1A S, SAINT AUGUSTINE, FL 32080 | PRESIDENT | 2 | $0 |
| ARTHUR STERN III 822 A1A NORTH SUITE 310, PONTE VEDRA BEACH, FL 32082 | DIRECTOR | 2 | $0 |
| ANN BOYD TAYLOR 1365 STATE RD 206 E, SAINT AUGUSTINE, FL 32086 | DIRECTOR | 2 | $0 |
| RHONDA LOVETT C/O - 7648 A1A S, SAINT AUGUSTINE, FL 32080 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 7648 A1A S, ST AUGUSTINE, FL 32080-8205
- In care of
- % ARTHUR L STERN
- Signed the 990-PF
- AMY E LOHMAN, TRUSTEE
- Phone
- (904) 271-5131
- Return prepared by
- John Sundeman CPA PA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 82-3711041
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2018
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $360,593
- Income (IRS master file)
- $60,777
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $25,322 | $10,377 | $360,593 | XML |
| 990-PF | November 2024 | $8,076 | $9,464 | $345,648 | XML |
| 990-PF | November 2023 | -$884 | $8,179 | $347,036 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 82-3711041).
Questions about AMY E LOHMAN CHARITABLE FOUNDATION INC
- What is the EIN of AMY E LOHMAN CHARITABLE FOUNDATION INC?
- The employer identification number (EIN) of AMY E LOHMAN CHARITABLE FOUNDATION INC is 82-3711041.
- Is AMY E LOHMAN CHARITABLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2018.
- Are donations to AMY E LOHMAN CHARITABLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does AMY E LOHMAN CHARITABLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of AMY E LOHMAN CHARITABLE FOUNDATION INC due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AMY E LOHMAN CHARITABLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of AMY E LOHMAN CHARITABLE FOUNDATION INC?
- The 990-PF for the year ended November 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does AMY E LOHMAN CHARITABLE FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $25,322, expenses of $10,377 and total assets of $360,593 at year end.
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